Calculating the Performance Results for Asset Owners

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Jenny Tsouvalis of OMERS covers:

• Investment Performance Reporting Objectives
• Structure and Processes Leading to Performance
• Investment Performance Reporting & Analysis
• Peer Plan Comparative Analysis
• Summary

Performance, Attribution and Risk analysis provide a quantitative assessment of investment management decisions and portfolio risk. This measurement and reporting provides meaningful feedback into the investment strategy and can be utilized to consider adjustments to the investment strategy and to assist in the investment decision making process.

• Evaluates the impact of market conditions on decisions
• Explains outcomes and results
• Explains returns relative to the benchmark and risk taken